Name: Tindeco VISION
Author: Tindeco Financial Services

Help Desk

Web and Video Conferencing

Customer Support

Help Authoring

Development

Business Intelligence (BI)

Collaboration

Data Discovery and Visualization

Electronic Signature

Partner Relationship Management

Quality Management

Whistleblowing

Enterprise

Accounting

Loan Origination

Trust Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Corporate Volunteering

Employee Engagement

HR Management

Leave Management

Payroll

Recruitment Agency

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

3D Printers

AIOps

Browser

Bug Bounty

Cloud Migration

Cloud Storage

Compliance Consulting

Container Security

Data Center Power

Data Virtualization

Database Management

DevOps

Enterprise Service Bus

Fraud Detection

Integration Platform as a Service (iPaaS)

Network Performance Monitoring

Process Mining

Product Implementation Services

Requirements Management

Scale-Out Storage

Software Defined Networking (SDN)

Software Distribution

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Brand Intelligence

Competitive Intelligence

Content Management

Email Marketing

Email Testing

Local Listing Management

Marketing Automation

Social Media Management

Survey & Forms Building

Virtual Event

Web Analytics

Marketing

AI Meeting Assistants

Project Management

Professional Services

Customer Relationship Management (CRM)

Lead Generation Services

Sales

Antivirus

Security

Assisted Living

Estate Planning

Jail Management

Mental Health

Multiple Listing Service (MLS)

Pharmacy

Scholarship Management

Veterinary

Vertical-Specific

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Tindeco VISION is an investment management platform that aims to revolutionize the way investment portfolios are designed, tested, and implemented. According to the vendor, this software solution is tailored for businesses of all sizes in the investment management industry, including small, medium, and large firms. It is said to be used by private wealth managers, institutional asset managers, and independent asset managers.

## Key Features

**Customised Investment Solutions**: According to the vendor, Tindeco VISION allows users to design, test, and implement a wide variety of customised investment portfolios and advisory processes. Users can create modular investment processes with model portfolios based on investment blocks and customer-level guidelines.

**Efficient Portfolio Design**: The platform reportedly offers advanced simulation and optimization engines to construct optimal portfolios based on target allocations to asset classes, factors, themes, and strategies. Users can design and test systematic investment and hedging strategies.

**Flexible Customisation**: According to the vendor, Tindeco VISION enables users to customize end-client portfolios based on various systematic approaches. It facilitates mass customized rebalancing with elastic cloud computing capabilities and ensures compliance with regulatory and internal guidelines through pre-trade compliance checks.

**Automation and Integration**: The vendor states that Tindeco VISION streamlines workflows with automation tools, such as mass-rebalancing of portfolios. It integrates with execution platforms via the FIX protocol for efficient trade execution and provides seamless connectivity with all counterparties.

**Scalability and Efficiency**: According to the vendor, Tindeco VISION offers a cloud-based solution that can be easily scaled as the business grows. It boasts short implementation timelines, enabling quick portfolio building. The platform aims to reduce production costs and operational complexity to help generate more revenue and accelerate growth.

**Compliance and Risk Management**: The vendor claims that Tindeco VISION supports investment and risk compliance with out-of-the-box rulesets and a flexible rules engine. It enables pre-trade compliance checks to ensure regulatory and risk guidelines are met. Users can calculate a wide range of risk metrics and model risks in portfolios.

**Client Portal and Reporting**: Tindeco VISION reportedly provides a client portal for portfolio access, report viewing, and account analysis. Users can create customized reports with comprehensive and flexible analytics. The platform facilitates automatic report generation and sending to preconfigured user lists. It aims to enhance client satisfaction with consolidated views and reporting across multiple custodian banks.

According to the vendor, RightCapital's financial planning solution allows financial advisors to:
•Differentiate their value for more clients.
•Create a simple plan in as little as 10 minutes.
•Empower themselves to evolve with planning needs.

Basic

Premium

Platinum

RightCapital

ECOS

Tindeco VISION

Investment Portfolio Management

Tindeco Financial Services

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Investment Portfolio Management Software

Tindeco VISION

Overview

What is Tindeco VISION?